Policy Direction To Guide The Flow Of Funds: A Weak Trend Throughout The Day

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SuperView data show that yesterday, the two cities had a net outflow of 10 billion 301 million yuan, mainly concentrated in pport, chemical and chemical fiber, medicine, electronic information, non-ferrous metals and other plates.

Among them, the pport sector ranks first in the net outflow of funds yesterday, with a net outflow of 1 billion 283 million yuan, and the three largest stocks with net outflow are aviation power, development technology and Songliao automobile, with a net outflow of 167 million yuan, 151 million yuan and 138 million yuan respectively.

Chemical and chemical fiber board yesterday, the net outflow of second funds, a net outflow of 1 billion 7 million yuan; the largest net outflow of three stocks for Zhejiang Longsheng, Shuang Liang energy saving, blonde technology, respectively, a net outflow of 475 million yuan, 45 million yuan, 41 million yuan.

Pharmaceutical sector yesterday's net outflow of 835 million yuan, third, and three of the largest net outflows were Fuxing medicine, Kangmei pharmaceutical and Pien Tze Tun, with a net outflow of 112 million yuan, 96 million yuan and 32 million yuan respectively.

The above data show that the main idea of the operation of the capital can be described as "turning the cloud into a hand for rain", because aviation power and so on yesterday, the fund lightens the stock precisely.

Strong stocks.

However, yesterday's disk still shows that the main fund's stock selection mentality is still firmly following the policy direction.

For example, Guanghui energy recently obtained the import licence of crude oil. Yesterday, the stock price blocked the trading limit, and then triggered the rising price of the whole oil reform concept stock. Shanghai stock trading, Guanghui energy, Sinopec and other stocks have become the focus of the mainstream funds, with net inflow of 65 million yuan, 53 million yuan and 28 million yuan respectively.

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Construction of infrastructure projects related to the concept of benefit is also worth noting.

Many information shows that China will further intensify its efforts to build large scale facilities in the future.

In August, credit data and electricity generation data showed that China's economic growth is facing greater pressure. In order to maintain the growth target, we should not rule out the approval and construction of infrastructure projects such as railways, nuclear power, hydropower, UHV and urban rail pit in the next four months, so as to alleviate the pressure of economic downturn brought by the downfall of the real estate industry.